Artemis Investment Management’s Constellation Brands STZ Stock Holding History

Artemis Investment Management’s Portfolio STZ Stock Details STZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-68,618	Closed	-$15.2M	–	232
2024 Q4	$15.2M	Sell	68,618 -78,203	-53%	-$18.6M	0.22%	118
2024 Q3	$37.8M	Sell	146,821 -3,534	-2%	-$876K	0.58%	55
2024 Q2	$38.7M	Buy	150,355 +58,094	+63%	+$14.9M	0.52%	58
2024 Q1	$25.1M	Buy	+92,261	New	+$23.3M	0.32%	95
2021 Q3	–	Sell	-160,887	Closed	-$37.7M	–	324
2021 Q2	$37.7M	Sell	160,887 -15,310	-9%	-$3.59M	0.33%	97
2021 Q1	$40.1M	Buy	+176,197	New	+$39.7M	0.38%	79
2019 Q3	–	Sell	-21,049	Closed	-$4.14M	–	281
2019 Q2	$4.14M	Sell	21,049 -11,755	-36%	-$2.3M	0.05%	237
2019 Q1	$5.75M	Buy	+32,804	New	+$5.52M	0.07%	231

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artemis Investment Management's STZ Position: Q1 2025 in Review

Artemis Investment Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 68,618 shares — an estimated $15.2M sold.

Artemis Investment Management first reported a position in STZ in Q1 2019 and held it in 8 quarters. The position peaked at $40.1M in Q1 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Artemis Investment Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Artemis Investment Management sold 68,618 Constellation Brands shares in Q1 2025, an estimated $15.2M.
Artemis Investment Management first reported a position in Constellation Brands in Q1 2019 and held it in 8 quarters.
Artemis Investment Management's Constellation Brands position peaked at $40.1M in Q1 2021.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Artemis Investment Management's 13F filing for Q1 2025, filed 24 Apr 2025.